Data Management for Synagogues Part 2

Data Management for Synagogues Part 2

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  Synagogue Data Membership Systems Part 2: How to Get the Most from a More Sophisticated CRM Presented by Lisa Colton President, Darim Online with Andrea Berry from Idealware November 15, 2011
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  Why Does ItMatter? “Synagogues have a ton of data, but do not have the time to analyze and compile the data to use it effectively. Without tools … to simplify and report the most salient data in a useful manner, lay leaders’ critical business skills go largely untapped and decision-making devolves easily back to anecdotal debates at board meetings and gridlock.” – Measuring Success
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  AGENDA • Quick recap of CRM • What CRM means for your work • What you want to do (strategy) • What you need to collect (data) • What you need to know (reporting) • How does your data impact (format)
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  CRM Constituent Relationship Management Isa strategy, not just a piece of software. Today we’ll be looking at what that means for synagogues, and how to use the software to support that strategy.
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  What do youwant to do for and with your community? You’re in the relationship business. What does that look like?
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  Investing in Relationships How does investing in relationships help you achieve your mission and goals?
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  Constituents Who are they? Relationship Whereare you taking the relationship? Management How do you manage that process?
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  Using Data: SegmentingAudiences If people are coded, flagged, or tagged, you can sort and reach them with a higher degree of relevance: • Members and non-members with children 2-5 years old who are not currently enrolled in our early childhood program; • All people who are in interfaith relationships for an interfaith program or intro to Judaism class. • What are important segments for you to identify?
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  Types of Segmentation •Reductive – demographics: age, income, gender, neighbor hood • Attitudinal – psychographics: Empty Nesters, Singles, Interfaith • Behavioral -- School age kids, cultural vs. religious, 2 FT jobs • Lifestage: Getting married or remarried, getting divorced, becoming parents or grandparents, moving, changi ng careers, becoming caregivers, retiring. Status
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  Assessment Reports: What happened? • Do you know how successful you are from year to year on various strategies? • Do you know the % of member inquiries that manifest in new memberships within 1 year? What is best predictor? • Do you know of the people who have dropped membership in the last year what were the most common reasons?
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  Volunteer Engagement • We need _____ skill. Who can we engage? • Or, we want to cultivate a deeper relationship with this person. Where is a good fit to invite them to get involved? • Do you inventory skills and interests? • Do you go back to the usual suspects over and over?
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  Reporting Individual/Family Reports: Get a snapshotbefore a meeting, or when someone calls to be able to engage them more deeply. What information should be there?
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  Types of Reports
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  Types of Reports How you see the data matters! Are you able to compare: - Patterns of giving - Rates of change in membership
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  Part Three November 29,2-3pm eastern / 11am-12pm pac: Transitioning to a New Data Management System: Evaluating, choosing and migrating to a new system. Plus: Questions to take to upcoming conferences to ask vendors.